Chapter 6. Pricing using Worksheets
6.2 Trade code allocation
Allocate trade codes to individual bill items
Do this:In item C’s Trade code field, right-click and select Allocate Trade Codes.
Select Earthworks and confirm.
Allocate trade code to a range of bill items
Do this:Click on item D in the trade code column and shift-click item H in the trade code column. This highlights the records in the selected range. Right-click on the selected range in the Trade code column and choose Allocate Trade codes from the menu.
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Select Earthworks and confirm.
Click on to accept the allocation of the Trade Codes
The Earthworks Trade code has been allocated to all items on page 1.
Using the same method, allocate trade code M to the metalwork bill items on Page 2.
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6.3 Pricing using Worksheets
Having allocated Trade codes pricing items are easier using worksheets. Price item 1/C. The worksheet allows for resource-based pricing. The worksheet may contain up to 200 calculations.
Do this:
Place the bar cursor on item 1/C and click the button at the bottom of the document.
Explanation of Simple Resources
For worksheet pricing, we need to create some resources. The Resource Types have already been defined, which categorise simple resources. For example, Labour resources fall into the L resource type and material resources, such as stone, fall under the M type
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Create a resource within a Worksheet
Do this:Create a resource by right clicking on a blank line in the worksheet. Choose Edit/New resource from the menu.
Enter the details for the new resource in the Resource Input dialog as shown below.
Click .
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The resource description and rate is now displayed on the worksheet. The resource is 5.25/hr and the bill item is per m3. Enter the calculation “*9hrs/day/1.5m3/day. “
The calculation is entered on the worksheet as it would be written on paper (format free).
Store Worksheet Modes
The worksheet has to be stored to reflect the net rate in the Bill. The Store modes available are:
Store & next worksheet – Store the current worksheets and displays the next bill items worksheet
Store & return to document – Store the current worksheet and return to the bill
Store & next unpriced worksheet – Store the current worksheet and displays the next unpriced bill items worksheet.
To display the 3 options click on the or hold down the shift key and click on the store worksheet function button
Click on and select the option to Store & return to document Store the worksheet by clicking on .
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Note that WT is displayed in the Attr (attributes) column indicating that the Item has a Worksheet and a Trade.
Create a resource directly on the Resource List
Do this:Click on the Resource List icon to display the Resource List. Resource Code 200 Unskilled Labour (all in) was added when pricing Item C.
Go to a blank line and enter a new resource called “Charge Hand”.
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Price Item 1/D using a worksheet
Do this:
Right click in the rate column of item 1/D and select the display worksheet option
Insert an existing resource in the Resource list using the right-click menu
Do this:Open the Resource List by right clicking on a blank line in the worksheet. Choose Resource list on the menu.
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Select resource 200 Unskilled Labour (all in) and confirm.
Add resource 210 Charge Hand using the same method.
The worksheet now contains the resources, but no calculation for the rate.
Now enter the following calculations against each resource in the worksheet.
The worksheet contains two calculations. To display the total of both calculations, place an equals sign “=” on a new line against the left margin and press enter. Notice the total for these
calculations at the end of the line.
Click .
Item 1/D is now priced using a worksheet.
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Complex Resources
Explanation of Complex Resources
It is tedious to bring the Unskilled Labour and Charge Hand and to combine them every time you price an Excavation item in the Bill of Quantities. Similarly, pricing concrete, it would be tedious to have to combine the sand, stone and cement in the correct portions for each bill item.
Candy allows you to combine these Simple Resources to create a Complex Resource. When an excavation item need to be priced, the excavation team complex resource need to be brought into the worksheet; similarly, when a concrete item need to be priced ,the concrete complex resource need to be brought into the worksheet for the bill item.
Higher-level complex resources can be made from other complex and simple resources. Level 9 is a very basic complex resource, which can be made of only Simple resources, a Level 8 resource can be made of level 9 and Simple resources, a Level 7 resource can be made of Level 8, Level 9 and Simple resources, and so on in a hierarchy of Complex Resources.
This diagram shows the principle of the hierarchy of Complex Resources:
A Complex Resource is created by assigning a level number between 1 and 9 in the Resource List type column.
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Do this:
Enter the new complex resource 220 Hand Exc. team (1C + 2L) in the resource list .
Complex resources must be priced using a worksheet. With the cursor on the 220 Hand Exc. team (1G + 2L), click on .
Insert a resource into a worksheet by typing in the resource code.
Do this:
Type in the resource code 200 against the left margin of the worksheet and press Enter. Do the same to insert resource code 210. Enter the following calculations to calculate the daily cost of the Hand Exc. Team.
Remember to change the store mode to Store & Return to document and store the Complex Worksheet.
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Now the Resource List shows two Simple Labour resources and one Level 9 Complex Resource.
Insert a resource into a worksheet using the Drag & Drop method
Do this:Open the Worksheet for the bill item 1/E “Excavate for Pit or Sump”. To make it easier to perform these operations, move the Bill, Worksheet and Resource Lists into the positions as displayed below.
Now click on the anchor in the Worksheet title bar to make the worksheet always appear in the same position and size.
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Click and hold down the mouse button on the record selector for the Hand Exc Team (1G + 2L), in the Resource List and drag & drop the resource onto the worksheet.
Enter the following calculation to calculate the rate per m3.
Click
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Copying Worksheets using the drag & drop method
The next item 1/F has the same rate as item 1/E. The worksheet can be copied from Item 1/E into Item 1/F using the drag and drop method.
Do this:
Open the Worksheet for the bill item 1/F Excavate for retaining wall footings.
From the bill document click on the record selector bar for bill item 1/E Excavate for pit or sump and drag it into the worksheet for Excavate for retaining wall footings.
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The worksheet calculations for Bill Item 1/E is copied into item 1/F worksheet. There is no need to input the complex resource or the production as this information was copied from the previous Bill item 1/E.
Click .
Pricing Items 1/H and 1/G
The last 2 items on page 1 are deep excavations and will therefore require an Excavator. Create a new complex resource for an Excavator including the diesel and use it to price the bill items.
Do this:
Open the resource list and create Simple Resources for the Excavator and Diesel. Remember the Simple Resources must be categorised into the correct Resource Type, i.e. Excavator into Plant (P) and Diesel into Material (M).
Now create the Complex Resource for Excavator (Wet). Remember that the Complex Resource must have a Level number between 1 and 9 in the Resource Type column.
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Price the Complex Resource “CAT 215 Excavator (Wet)” by clicking on and use the following resources and calculations:
Use any one of the methods above to insert resources into the worksheet:
Click .
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Price Item 1/G using a worksheet
Now Item 1/G can be priced from first principles using the complex resource Excavator (wet) and 3 Unskilled Labourers.
Do this:
Open the worksheet for item 1/G to price it using the following resources and calculations.
Click .
Copy worksheets using the Insert a w/s button
Item 1/H is similar to Item 1/G, the only difference is the excavation depth. To save time, copy the worksheet information from Item 1/G into Item 1/H.
Open the worksheet for Item 1/H. Click .
Use the “spinner” up and down arrows to scroll through the available Price Codes.
When Price Code E00009 appears, click to copy the worksheet information.
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Adjust the production to 400m3/day to compensate for the deeper excavation and then store the worksheet.
All the items on page 1 should now be priced and the page total should be “69,176.00”.
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